How do I bulk upload user information in to Optix?

Learn how to migrate user information from your existing system in to Optix

Written by David Koke Updated over a week ago

Migrating user information from your current platform in to Optix is easy and can be done by importing information from your Stripe account or by bulk upload from a spreadsheet. As part of this process, you can also assign plans to users. In order to do so you must first create your plans in Optix. Learn more about how to do that here.

Importing from a spreadsheet

Click Users from the left-hand menu

Click the blue plus button

Click Bulk upload from a file

Click Download template CSV file

If you wish to assign plans during the upload process, click Download plan reference file

Complete the user template and save as a .CSV file

To ensure data is uploaded correctly, do not add or remove any columns from the template CSV file

Name and email address are the only fields that are required to create a user account within Optix

Use the plan reference file to locate the 'Plan ID' that you wish to assign to a user

Plan start date must be today or a date in the future, it cannot be in the past

If the plan has no end date, leave the field blank

Pricing modifications can be made to amend the base price of a plan for a particular user. If applying a percentage increase/decrease, include the '%' sign, otherwise the modification will be applied as a currency amount (e.g. -$50)

A maximum of one plan can be assigned to a particular user during this upload process, additional plans can be added within the Optix dashboard by following this FAQ

Assigning team plans is currently not supported through the upload tool, any plans specified in the upload template will be assigned to the individual users

Click Upload your completed .csv file

Review any errors

Click Import Users to complete the upload

Importing users from Stripe

If your business is currently using Stripe to process your user's payments, you can transition all of your users and their credit card information, over to Optix. Here is what we can migrate over for you:

Their first and last name

Their email address

Their credit card info

Once your users are migrated, you will need to add them to their teams (if applicable) as well as add them to their appropriate plan(s).

Note: You are not able to select 'some' users to migrate. With the Stripe migration, we are only able to migrate all Stripe users or none.

If you'd like to migrate your users using Stripe, please reach out to your Optix onboarding specialist.